SmartAsset is hiring for a remote Advisor Support Associate role across the U.S. This job involves checking lead quality, helping with client payments, and solving billing issues through email.
It’s a good fit for someone who’s detail-oriented, organized, and enjoys helping others. Plus, the company offers great benefits and lets you work from home full-time.
About the Company
SmartAsset is a fast-growing fintech company on a mission to help people make smarter financial decisions. With over 59 million monthly users (as of January 2025), it’s become a trusted hub for financial education, personalized calculators, and tools. Beyond consumer content, SmartAsset also runs the Advisor Marketing Platform (AMP), connecting users with fiduciary financial advisors.
The company’s accolades speak volumes:
- Inc. 5000 (#2574 in 2023)
- Deloitte Technology Fast 500™ (#250 in 2022)
- Y Combinator Top 100 Companies
- Raised $110M in Series D funding (2021), now valued at over $1B
SmartAsset is clearly a serious player in the fintech space, combining innovation with impact.
About the Role: Advisor Support Associate
This is not your average back-office support job. The Advisor Support Associate is a linchpin in SmartAsset’s client operations, ensuring that both CPL (Cost Per Lead) and AMP clients receive seamless service.
From managing lead quality to handling financial operations and client communications, this role is all about precision, accountability, and proactive problem-solving.
Key Responsibilities
Here’s what you’ll be doing day-to-day:
1. Lead Invalidation Management
- Conduct detailed reviews of CPL leads to determine validity
- Analyze “Concierge” calls and decide whether leads qualify for credit
- Apply predefined criteria to ensure fairness and accuracy
2. Financial Operations
- Build FALC profiles for new clients (AMP & CPL)
- Resolve payment issues, especially credit card declines
- Prepare and upload invoices with meticulous attention to detail
- Update payment methods to avoid service disruptions
3. Client Support & Escalation
- Reassign cancellation cases to Account Managers for retention
- Create escalation cases when lead credits are denied
- Act as a go-to contact for client questions about billing, credits, and payments
Skills You’ll Need
This role demands a mix of analytical sharpness and client empathy:
- Strong decision-making under pressure
- Excellent written and verbal communication
- High attention to detail (especially in financial data)
- Proficiency in Google Sheets
- Ability to juggle multiple tasks in a fast-paced environment
- Self-starter attitude with collaborative spirit
Perks & Benefits
SmartAsset offers a generous and flexible benefits package:
| Benefit Type | Details |
|---|---|
| Remote Work | 100% remote across the contiguous U.S. |
| Health Coverage | Medical, dental, vision plans tailored to individual needs |
| Insurance | Life/AD&D (100% company-paid), plus optional short/long-term disability |
| Financial Support | FSA (Medical & Dependent Care), 401K, equity packages |
| Time Off | Vacation, sick leave, parental leave |
| Pet Insurance | Yes, even your furry friends are covered |
| Employee Assistance Program | Mental health and wellness support |
| Home Office Stipend | To help you set up your remote workspace |
| Financial Literacy Mentoring | Learn and grow with expert guidance |
Compensation
For residents of CA, CO, CT, MD, NV, RI, WA, and NYC:
- Base Salary: $52,000
- On-Target Earnings (OTE): $56,000
- RSUs (Restricted Stock Units) + Full Benefits
Salary may vary based on experience and location, but SmartAsset emphasizes fair and transparent compensation practices.
Culture & Inclusion
SmartAsset is committed to building an inclusive workplace. They welcome applicants from all backgrounds and offer accommodations for those with disabilities.
The company culture values innovation, collaboration, and continuous learning perfect for someone who thrives in a mission-driven environment.
Final Thoughts
If you’re detail-oriented, thrive in client-facing operations, and want to be part of a high-impact fintech company, the Advisor Support Associate role at SmartAsset could be a perfect fit.
It’s a chance to work remotely, grow professionally, and contribute to a platform that’s helping millions make smarter financial choices.
Explore Remote Work From Home Jobs:
Coca-Cola Latest Remote Jobs + 3 More Work From Home with No Experience
$21/Hr Monitor Emails Remote Jobs at Medical Guardian with No Experience
Work from Home Healthcare Support Job (No Degree Needed) at Included Health
No Experience Remote Chat and Email Support Jobs at Rippling
2 thoughts on “$56k/Year Remote Support Job at SmartAsset”
Comments are closed.